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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
2002 Boston Road, Wilbraham, MA 01095 • United States
34 West State Street, Granby, MA 01033 • United States
923 Front Street, Chicopee, MA 01020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2017 | 08/2020 |
| Polish National Credit Union | Wilbraham | MA | 07/2017 | 08/2020 |
| Polish National Credit Union | Chicopee | MA | 07/2015 | 06/2017 |
| University Of Massachusetts, Amherst | Amherst | MA | 09/2018 | 05/2020 |
| Holyoke Community College | Holyoke | MA | 06/2016 | 05/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2020 | 06/2025 |
| Polish National Credit Union | Wilbraham | MA | 08/2020 | Present |
| Lpl Financial Llc | Wilbraham | MA | 05/2025 | Present |
1. 05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Polish National Financial Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/29/2025 2. 07/08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name PNCU Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/29/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
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